Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Power Bu (PFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB) during Q1 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
17.5K+ 11.88% |
$621K - $654K
|
164K
$6.25M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 79.07% |
$617K - $650K
|
39.3K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.3K+ 146.32% |
$578K - $609K
|
27.4K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
15.6K+ 45.43% |
$555K - $584K
|
49.9K
$1.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.8K+ 43.88% |
$525K - $553K
|
48.4K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
14.7K+ 139.41% |
$522K - $550K
|
25.2K
$959K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.6KNew |
$518K - $546K
|
14.6K
$554K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
14.4KNew |
$511K - $538K
|
14.4K
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
14K+ 123.94% |
$498K - $524K
|
25.3K
$961K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 102.51% |
$496K - $522K
|
27.6K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
13.3K+ 27.79% |
$471K - $496K
|
61K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
12.9K+ 38.73% |
$458K - $483K
|
46.2K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
12.1KNew |
$428K - $451K
|
12.1K
$458K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.6KNew |
$410K - $432K
|
11.6K
$439K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
11.5KNew |
$407K - $429K
|
11.5K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.5KNew |
$374K - $394K
|
10.5K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
9.15KNew |
$325K - $343K
|
9.15K
$348K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
8.72KNew |
$310K - $326K
|
8.72K
$331K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.7KNew |
$309K - $326K
|
8.7K
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8.65K+ 33.32% |
$307K - $324K
|
34.6K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
8.1K+ 53.98% |
$288K - $303K
|
23.1K
$877K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.07KNew |
$287K - $302K
|
8.07K
$307K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8KNew |
$284K - $299K
|
8K
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
7.78KNew |
$276K - $291K
|
7.78K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.68KNew |
$273K - $287K
|
7.68K
$292K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.64KNew |
$271K - $286K
|
7.64K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.57KNew |
$269K - $283K
|
7.57K
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.09K+ 23.9% |
$252K - $266K
|
36.8K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
7.03KNew |
$250K - $263K
|
7.03K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
6.9KNew |
$245K - $258K
|
6.9K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
6.73KNew |
$239K - $252K
|
6.73K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.68K+ 106.92% |
$237K - $250K
|
12.9K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.62K+ 43.69% |
$235K - $248K
|
21.8K
$827K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.54KNew |
$232K - $245K
|
6.54K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.22K+ 168.11% |
$221K - $233K
|
9.92K
$377K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
6.2KNew |
$220K - $232K
|
6.2K
$236K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
5.7KNew |
$203K - $213K
|
5.7K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.53K+ 249.68% |
$197K - $207K
|
7.75K
$294K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.05K+ 40.67% |
$179K - $189K
|
17.5K
$663K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.82K+ 49.67% |
$171K - $181K
|
14.5K
$552K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.22KNew |
$150K - $158K
|
4.22K
$160K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
4K+ 31.67% |
$142K - $150K
|
16.6K
$632K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.98K+ 13253.33% |
$141K - $149K
|
4.01K
$152K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.85K+ 62.74% |
$137K - $144K
|
9.98K
$379K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3.66KNew |
$130K - $137K
|
3.66K
$139K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.64K+ 22.79% |
$129K - $136K
|
19.6K
$744K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.6K+ 6.97% |
$128K - $135K
|
55.2K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.21KNew |
$114K - $120K
|
3.21K
$122K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.88K+ 8.95% |
$102K - $108K
|
35K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
2.86K+ 22.88% |
$101K - $107K
|
15.3K
$583K
|